- Automotive Business
- Balance Sheet
- Bank Financial Models
- Black-Scholes -
- Cash Burn Rates
- Cash Flow
- Comparable Comps Analysis
- Corporate Finance
- Cost Analysis
- Debt Schedule
- Discounted Cash Flow (DCF)
- Economic Value Added
- Excel Add-Ins
- Financial Markets
- Financial Projections -
- Hedge Fund
- Healthcare Financials
- Hotel Financial Models
- Income Statement
- Industry Specific Financial Models
- Investment Banking
- Inventory Management
- IPO (Initial Public Offering)
- IT (Information Technology) Business
- Leveraged Buyout (LBO)
- Mergers & Acquisitions (M&A)
- ModelOff Samples
- Monte Carlo Simulation
- Mining Financials
- Net Present Value (NPV)
- Options Pricing & Valuation
- Personal Finance
- Private Equity
- Real Estate Finance
- Renewable Energy Financials
- Restaurant Finance
- Return On Investment (ROI)
- Retail Finance
- Shipping Financials
- Scenario Analysis
- Sensitivity Analysis
- Stock Valuation
- Three Statement Financial Models
- Valuation Models
- Venture Capital
- Weighted Average Cost Of Capital (WACC)
- Wealth Management
- Cohort Analysis
- Design Thinking Process
- E-Commerce Financial Models
- Growth Hacking
- Lean Startup
- Lifetime Value (LTV)
- Raising Capital
- Software-as-a-Service (SaaS)
- Startup Boards
- Startup Business Plans
- Startup Cap Tables
- Startup Financial Models
- Startup Investors
- KPI Dashboards
- Startup Lifestyle
- Startup Pitch Decks
- Startup Studios
- Startup Valuation
- Legal & HR
Executive Summary templates
What is an Executive Summary?
The executive summary of a business plan acts as an overview. Its objective is to put the key points of the business plan into a summary so that the readers can get an overall gist of the document and save themselves time. It also prepares the reader for what is to come. Above all, an executive summary has to be clear, concise, and enticing. The reader must feel intrigued enough to read the rest of the plan. This is often why the executive summary is referred to as the most important part of the business plan.
If the executive summary fails to capture the attention of the reader, the plan will be disregarded, which is the number one thing you don’t want to happen if you have written your business plan with the intention of obtaining funding.
Because the executive summary acts an overview of the whole business plan, people commonly write their executive summaries last, which can make the process much more manageable.
What Information Is Included in an Executive Summary?
The information you must include in your executive summary differs depending on the maturity of your business. The executive summary content of an established business will be very different to that of a startup.
In a startup, usually one of your main goals will be to obtain funding. This could be in the form of equity or debt financing from banks, VCs, or angel investors. Your job as the founder is to convince them to invest, and so it’s really important that you have a strong executive summary. Your aim should be to generate intrigue among potential investors to push them to read further.
What Should Be Included in a Startup Executive Summary?
The business opportunity: this is where you describe the current market need or opportunity
How your business is going to take advantage of this opportunity and serve the market
Your target market: this is where you’ll describe what kind of consumers you will be targeting
Business model: this is where you describe the products or services you plan to provide and why they will be attractive to your target market
SAM: this is your Sales and Marketing Strategy where you will give a brief outline of how you plan to market your product/service
Competition: this is where you will describe your current competition, how you plan to achieve your market share over or alongside this business, and what are you going to provide to your customers that your competition does or cannot?
Financial Analysis: this section will outline your financial plan and projections for the upcoming 3 years
The team: here you will describe the owners and the team and how they will benefit your venture
Implementation plan: this is how you plan to actually open the business and begin trading; should include some kind of schedule
What Should Be Included in an Established Business' Executive Summary?
For established businesses, the executive summary should include more info about achievements to date, plans for growth and so on. Typically, an established business executive summary will include the following:
Mission Statement: this is where you outline the purpose of your business, so what you do, why you do it, and your company values.
Information about the company: give a summary of your company’s history, what it sells, how it was formed, who makes up the team, where you’re based and operating locations.
Highlights: demonstrate how your company has evolved; give data and figures relating to the growth of your company over the years
Financial Summary: if you’re updating your business plan with the aim of raising additional funds, you should give a brief financial summary here.
Goals for the future: here you should outline the goals you have for your business, and if you’re looking for more funding then you should describe how you will use the funding.
In short, you must remember that your executive summary is a summary. Tailor it for your audience, keep it to the point, and keep it concise. A good executive summary can be the difference between you obtaining funding and not.
If you'd like to read more about Executive Summaries, visit these links:
- Explain your firm's main features in one page, to maximise your chance of raising funds.530 remove_red_eyefreeby Pejman Makhfi
Sample Executive Summary for InvestorsBusiness plan executive summary for first introduction to investors.1,105 remove_red_eye
How to write the Perfect Executive SummaryAn overview of the key elements for an efficient executive summary to investors.452 remove_red_eye
Executive Summary TemplateA ready-to-use executive summary template with instructions on how to use.93 remove_red_eyefreeby GSVC
How to Craft a Perfect Business Plan6 Key Elements to a perfect Business Plan/Executive Summary that will give a thorough overview to your business.73 remove_red_eyefreeby Trey Bowles
How to Master the Executive SummaryA guide by Guy Kawasaki with tips on how to master the art of the executive summary.32 remove_red_eyefreeby Guy Kawasaki
How to Write a Winning Executive SummaryThis video will give you important advice on writing your executive summary for your business plan.38 remove_red_eyefreeby Michelle J
How to Write an Executive Summary for a Business PlanGrowthink advises on how to write a compelling executive summary for your business plan.18 remove_red_eyefreeby GrowThink
How to Write a Compelling Executive SummaryHow To guide on how to write a compelling executive summary which includes examples of correct vs incorrect.18 remove_red_eye
Writing the Executive Summary of Your Business PlanThis video by Kathy Ver Eecke will describe what an executive summary is and how to write one.26 remove_red_eye
Writing the Executive Summary: How to Stand Out From the CrowdLearn how to stand out from the crowd with your executive summary by Craig Dye and Culin Tate.22 remove_red_eyefreeby Mtech
- Have an Executive Summary Template to Share?
Your Executive Summary TemplatePublish your template
Any questions on Executive Summary?
The user community is here to help. Go ahead!